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Investment Analyst, Order Processing

Your contribution

Working in a National Bank call centre means working at the heart of a banking transformation that helps clients obtain the service they want when they want it and through their choice of channel. You act as a dedicated guide for thousands of clients in order to find unique solutions for each of them. Every interaction gives you the opportunity to create an authentic client experience and make your mark through your personalized approach. You are the face of National Bank!

  • Profile: Interest in the financial industry
  • Experience: 2 years of relevant experience in financial services
  • Language: Bilingual (English and French)
  • Background: You have at least a high school diploma, a Cégep diploma (Quebec) or a Bachelor's degree, depending on the position you're applying for
  • Work environment Stimulating workspace promoting team synergy and professional development

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What does it take for a Call Centre employee to stand out on our team? Here are a few of the main characteristics: (1 Beginner – 10 Expert)

  • Communication skills 10
  • Listening skills 10
  • Customer service skills 10
  • Versatility 9
  • Team and community spirit 8
  • Autonomy 8
  • Sense of emergency 8
  • Analytical skills 7
Traits are on a scale of 0 to 10

5 key characteristics

  • Passionate about clients
  • Empathetic
  • Enthusiastic
  • Flexible
  • Collaborator

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Testimonial

At Customer Experience Centre, we work in a warm, friendly atmosphere where the team acts in the interests of other colleagues and have many different career opportunities. Who could ask for anything more?

– Steve, Customer Service Agent

Advantages

  • Job stability

  • Competitive employee benefits

  • Numerous career opportunities

  • Culture of mutual support

  • Dynamic and stimulating environment

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Investment Analyst, Order Processing

Job ID 33364128176 Date posted 07/27/2022

Primary Locations: Montreal, Quebec

Attendance: Hybrid

Employee Status: Regular

Schedule: Full-time


A career as an Analyst, Direct Brokerage Web Orders, gives you the opportunity to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. 

Your role

  • Process and analyze web orders for clients who need support
  • Support the call centre with complex margin calculations and help the Credit department settle transactions
  • Ensure adherence to compliance and risk management rules
  • Work with various sectors (trading desk, NBDB transaction support, etc.)  to process certain transactions
  • Communicate with clients in exceptional situations (multiple declined orders, misunderstood order types, reorganization of securities, etc.)

You’ll adopt a friendly approach and provide clients with a personalized experience as you help carry out their online transactions. National Bank Direct Brokerage offers clients and Canadian investors, who are looking for autonomy and control, an economical and efficient way to trade investment products across multiple platforms. It provides clients with the information and tools needed for them to make decisions and achieve their financial objectives.

Your training

You’ll start with a training that will allow you to experience the direct brokerage environment and to know your teammates

Your team

You’ll report to the Direct Brokerage Manager and routinely work with a team of hundreds of experts specializing in investment and other areas.

You’ll adopt a friendly approach and provide clients with a personalized experience as you help carry out their online transactions. National Bank Direct Brokerage offers clients and Canadian investors, who are looking for autonomy and control, an economical and efficient way to trade investment products across multiple platforms. It provides clients with the information and tools needed for them to make decisions and achieve their financial objectives.

Your work schedule

The call centre is open Monday to Friday from 8:00 a.m. to 5:00 p.m. Possibility of working remotely and/or in hybrid mode

Required skills 

  • Bachelor’s degree in Administration or Finance, or a College Diploma
  • Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook course (CPH)
  • Options Licensing course
  • Knowledge of market trading and of margin calculations.

Preferred skills

  • Excellent knowledge of stock products (stocks, ETF, options)
  • Knowledge of margin calculation formulas
  • Understanding of the risks associated with the various trading activities (short selling, options)

Your benefits

Upon hiring, you’ll be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive and flexible benefits for you and your family:

  • Health and wellness program, including many benefits
  • Flexible group insurance
  • Pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Community involvement program
  • Telemedicine
  • Virtual sleep clinic

These are just some of the many benefits we offer. Due to the current pandemic, our entire team is working remotely. We’ve also rolled out several additional measures to ensure your health, safety, and wellbeing during the pandemic.

We put people first:

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives.

Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that’s accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during our initial conversations.

We welcome all candidates! What can you bring to our team?

JobField: Advisory Services, Call Centres

Unposting Date: 2022-08-31

Job Number: SEC001LO

Posting Date: 2022-07-27

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